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Showing 371 - 380 of 566 results for "ProActive"

NowInfinity completes restructure

KERRIE SYDEE  |  THURSDAY, 29 SEP 2016
Cloud based SMSF documentation platform NowInfinity has completed a "proactive restructure" and partnered with a boutique venture capital firm. The restructure also saw the formal exit of co-founder and director of NowInfinity, Grant Abbott. Abbott ...

Super fund investment transparency can improve

DARREN SNYDER  |  FRIDAY, 23 SEP 2016
Superannuation fund disclosure is under a spotlight for the second time in as many weeks. This time the focus is centred on super funds' investment portfolios with a survey from activist group Market Forces showing 86% of Australians want to know where ...

Deloitte partner moves to Trustee Partners

DARREN SNYDER  |  FRIDAY, 9 SEP 2016
Former Deloitte partner and #FSPower50 member Stephen Huppert has joined the newly-formed Trustee Partners as head of innovation. Huppert joins a team of seasoned industry professionals including Trustee Partners' co-founder and managing director Phillip ...

Telstra Super appoints financial planning EGM

DARREN SNYDER  |  MONDAY, 29 AUG 2016
... including annuities and insurance outside of superannuation. It also launched an ongoing advice service which provides proactive assistance and review of a member's advice strategy "to ensure it remains relevant and appropriate as lifestyle and financial ...

CBA EGM becomes customer advocate chief

DARREN SNYDER  |  MONDAY, 15 AUG 2016
Commonwealth Bank executive general manager customer advocacy and remediation, Dr Brendan French, will head the bank's customer advocate arm. CBA said the role and customer advocacy function will strengthen the firm's accountability for fair customer ...

Zurich establishes risk specialist team

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
... "This experienced team comprises a balance of technical experts and accomplished presenters, and allows us to be more proactive in bringing our insights to a much wider audience," Brooks said. The new risk specialist team will report to national sales ...

SMSF advisers face demanding year

MARK SMITH  |  TUESDAY, 2 AUG 2016
SMSF advisers are facing a year of significant change for their clients as the Government seeks to implement its 2016-17 Budget superannuation measures. That was the message from SMSF Association head of policy Jordan George in his address to delegates ...

Treasurer ignored credit warnings: Bowen

ALEX BURKE  |  THURSDAY, 21 JUL 2016
... intends to be constructive or obstructive in the 45th Parliament. With respect, that's the wrong question: we plan to be proactive." To illustrate, he noted Labor's support for the Financial System Inquiry reforms, saying they had "bipartisan support." ...

ASIC needs to focus on prevention, not cure

ALEX BURKE  |  THURSDAY, 21 JUL 2016
ASIC needs to work directly with the advice industry and develop more proactive regulation, according to Affinia chair Steve Helmich. Speaking on a panel at the 2016 FSC Leaders Summit in Melbourne, Helmich said that ASIC's role is to ensure favourable ...

Advisers beware the uncomfortable truth of the ageing brain

MARK SMITH  |  FRIDAY, 13 MAY 2016
... significant cognitive impairment unexpectedly as a result of trauma, injury or disease. Financial advisers can help clients be proactive in managing the risks associated with cognitive decline by starting the conversation long before it typically begins. ...